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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,137 | $56,197+149.4% | $67,652+107.1% | $59,633+135.0% |
| Participation rate | 97.1% | 71.5%+25.7pp | 75.7%+21.5pp | 68.7%+28.5pp |
| Annual return | -0.70% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $866 | $1,615-46.3% | $2,266-61.8% | $2,203-60.7% |
| Participant deferral / active EE | $2,655 | $2,844-6.6% | $3,560-25.4% | $3,192-16.8% |
| Admin fee / account holder | $6,640 | $3,958+67.8% | $4,821+37.7% | $4,297+54.5% |